Pathways Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$287,019,868
Total clients
484
15% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
161
Average account size
$593,016
About
Pathways Wealth Management serves individuals and entities — including trusts, estates, business entities and qualified retirement plans — by providing discretionary and non-discretionary investment management and personalized financial planning. As of December 31, 2025 the firm reported approximately $226.4 million in discretionary assets under management and $60.6 million in non-discretionary assets, and it may recommend unaffiliated external managers for portions of client portfolios.
The firm’s investment process begins with a client-specific financial planning assessment and emphasizes asset allocation and a generally long-term strategy while permitting shorter-term trades as appropriate. Pathways uses a mix of exchange-traded and registered funds, individual equities and fixed income, employs fundamental, technical, charting and cyclical analysis, and monitors accounts on an ongoing basis with at least annual formal reviews.
Noteworthy aspects disclosed in the brochure include a legacy Pathways Wrap Fee Program that continues for clients who became clients while the firm was state-registered, and the firm’s advisory work with pooled vehicles such as 401(k) plans. The firm operates with a three-advisor team serving a relatively large client base (484 clients) and discloses that certain advisory personnel are licensed insurance professionals who may receive commission-based compensation for insurance sales.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $10,000 for financial planning services, depending on complexity.
Up to 1.50% per annum (maximum advisory fee)
Advisory persons licensed as insurance professionals earn commissions for insurance product sales separate from advisory fees.
Up to $250 per hour for financial planning services.
Main office location
Pathways Wealth Management, Inc.
Tipp City OH, United States
Number of offices
1
Most active in
California · Florida · Indiana · Kentucky · Ohio · Texas · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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